A customer account field from SFDC to our feed filters?
Mohamed Chriyaa
Interested in this feature as well.
We use product based account management.
So, 2 main products means 2 accounts owners for each account (using custom fields in SFDC).
We need to be able to filter using those 2 custom fields to only show the accounts assigned to that specific rep or BDR.
Appreciate it!
Thank you Corinne Kinnicutt for your support and pointing me this way.
Constantinos Constantinou
Thank you for your feedback.
May I ask for what specific attribute of account are you interested to have as part of the feeds filtering?
Kalee Freedy
Constantinos Constantinou: It would be different custom fields that someone could create within SF. That could be "Active_ARC_Customer__c" for example. One could be pushed from LF -> SF with the new custom mapping. But could be it be setup to work the other way? Identify this custom field and filter upon it within LF.
Constantinos Constantinou
Kalee Freedy: Using custom fields to filter leads in LF will introduce complexities in terms of keeping the filtering mechanism as generic as possible for the majority of CRM's.
I would like though to get a better understanding why you would like to do this advance filtering inside Leadfeeder.
What would be the next action from your end if we had this field available for filtering? Why Salesforce is not the right place to apply this filtering ?
Kalee Freedy
Constantinos Constantinou: We have clients who use more complex assignments within SF that have requested the feature. They don't assign accounts in the traditional way as "Account Owner" is John, and would like to pull feeds filtering not on Account Owner (or lead owner), but look at those custom fields to segment their clients. Some will categorize clients with these custom fields and just requested a way to look at those subsets within LF. Example: John is the account owner technically because he made the account within SF, but the SDR Sarah is actually the one who works with the account and is designated under one of these custom fields.
Pia Salin
Constantinos Constantinou: I have also seen client cases where filtering based on Salesforce (or HubSpot) custom fields would help in Leadfeeder. One example: they have two different types of customers which they have custom fields for (this was HubSpot though), and they would like to distinguish between the visits of different segments in Leadfeeder. Another example: a client does not use organisation owner so much in SF as much as they use business lines, which is a custom field they have. So for them, to be able to direct the signals from Leadfeeder according to their system, they would want to filter companies based on business line.